Approval requests

What is it?

Approval requests brings together everything waiting for your response — employees asking to claim an open shift, customers asking to change or cancel an order, and employee absence requests — in one place.

You'll find it by clicking the inbox icon at the top of the screen, which shows a number when something's waiting.

Note: Only owners and admins see this — it's hidden for employee logins.

Image

1. Inbox icon with pending count
2. Tabs: Available shift requests / Customer requests / Absence
3. Current / Previous
4. Approve / Deny

How to

Open Approval requests

1. Click the inbox icon at the top of the screen.
2. Choose the Available shift requests, Customer requests, or Absence tab.

Approve or deny a shift claim

1. Go to Available shift requests.
2. Click a row to expand it and see which employees have asked for that shift.
3. Click Approve or Deny next to an employee's name, and confirm.

Click the View icon on a row to open the underlying order, shift, or schedule.

Approve or deny a customer request

1. Go to Customer requests.
2. Open the actions menu on a request.
3. Click View to see the order, or Approve / Deny to respond, and confirm.

Approve or deny an absence request

1. Go to Absence.
2. Open the actions menu on a request.
3. Click View to see it in Time Management, or Approve / Deny, and confirm.

Important: Denying an absence request deletes it — this can't be undone.

Switch between current and older requests

Use Current and Previous to switch between requests from today onward, and requests from further back.

Search for a request

Use the search box on the Available shift requests or Customer requests tab.

What do the fields mean?

Type (Available shift requests)

Whether the open spot is a single Shift, a Recurring shift, or an Order.

Available shifts / Requested by

How many open spots the shift has, and how many employees have asked to fill it.

Request type (Customer requests)

Whether the customer is asking for a Date change or a Cancellation.

Good to know

• Only owners and admins can see and use Approval requests — it's hidden for employee logins.
• The number badge updates automatically as requests come in or get handled, but you may need to refresh a tab to see the change reflected in the list.
• Requests are approved or denied one at a time — there's no way to select several at once.
• There's a separate, older Requests page for employee holiday/work requests. Approving a request there and clicking Create absence records is what creates the entries you see on the Absence tab here.